CRCL Circle Internet Group, Inc. Insider Trading

CRCL CPO Chandhok scheduled sale of 26,666 shares at $63.90 (now -74.8% from 52-week high)

Nikhil Chandhok sold 26,666 shares of Circle Internet Group at $63.90 on 2026-07-08 under a pre-arranged 10b5-1 plan, reducing his non-derivative holdings to 725,068 shares post-transaction. The sale was scheduled, not discretionary. Circle's stock has declined -16.2% over the past 30 days and -24.9% over the past 90 days, currently trading -74.8% below its 52-week high of $262.97. The company reported strong fundamentals in its latest quarter with $694.1M revenue and +63.9% annual growth, though it remains unprofitable on a full-year basis. At the same ticker, Chandhok's prior two visible sales (2026-06-08 and 2026-05-21) coincided with negative 30-day returns of -23.5% and -27.7% respectively, though these are all-sell patterns and his track record at this ticker shows mixed outcomes. The insider retains 393,011 shares in derivative holdings.

CEO Allaire executes scheduled 10b5-1 sale of 59,232 shares for $3,977,894.96 at CRCL; stock -22.4% in 30 days

Jeremy Allaire sold 59,232 shares across 21 separate sales on 2026-07-06 at blended average price of $67.16, raising $3,977,894.96 and reducing his holdings by 48.3% to 63,346 shares. This transaction is part of a pre-arranged 10b5-1 trading plan, meaning it was scheduled rather than discretionary. The current stock price of $64.07 is down 75.6% from its 52-week high of $262.97, and the 30-day return is -22.4%, consistent with his prior sales at this ticker (five prior trades each showing 30-day declines ranging from -18.3% to -25.6%). Although the company reported strong fundamentals with annual revenue growth of 63.9% to $694,133,000 and net income of $55,253,000 in the latest quarter, it was unprofitable over its most recent full fiscal year. The scheduled nature of this sale prevents characterization based on timing, but the massive reduction in CEO holdings coupled with sustained negative short-term returns on recent insider sales at this stock warrants investor scrutiny of execution or valuation dynamics.

Director Patrick Sean Neville sold 50,000 shares (50.0K) for $3,132,444.32 under scheduled 10b5-1 plan at CRCL

Patrick Sean Neville, a director at Circle Internet Group, executed 2 separate sales totaling 50,000 shares for $3,132,444.32 on 2026-07-01 via a pre-arranged 10b5-1 trading plan. The sales reduced his non-derivative holdings from 52.0K to 2.0K shares, though he retains 3,115,909 Class B Common Stock shares in derivative holdings. The blended average sale price of $62.65 occurred against a backdrop of significant recent price weakness: the stock is -75.4% from its 52-week high and down -35.9% over 30 days and -28.4% over 90 days. His prior trades across all tickers show mixed outcomes (average 90-day return of +3.2%), though his 5 most recent sales at CRCL (all within the preceding week) have not yet reached measurable outcome windows. The company reported $694.1M in latest-quarter revenue with +63.9% annual growth, but remains unprofitable on a full-year basis. As a scheduled 10b5-1 transaction, this trade reflects a pre-determined plan rather than discretionary timing.

CCO Hossein Razzaghi sells 34,623 shares of CRCL at $78.85 (2026-06-10) via pre-arranged 10b5-1 plan; stock down 74.0% from 52-week high.

Hossein Razzaghi, Chief Commercial Officer, executed a scheduled sale of 34,623 shares via a pre-arranged 10b5-1 trading plan, reducing his holdings from 701,027 shares to 666,404 shares. The sale occurred at $78.85 per share for $2,730,023.55, while the stock has since declined to $77.84 and sits 74.0% below its 52-week high of $298.99. Because this is a 10b5-1 plan execution, it is scheduled and non-discretionary—no timing inference is warranted. However, the broader context shows Circle Internet Group faces a notable operational transition: the company achieved 63.9% annual revenue growth to $694.1M but reported negative net income for the full fiscal year, despite reporting $55.3M in net income for the latest quarter. The stock's substantial decline from its recent highs and the CCO's retention of 666,404 shares post-sale suggest the transaction reflects portfolio management under a predetermined schedule rather than a discretionary strategic choice.

President Heath Tarbert sold 39,240 shares across 6 transactions for $3,196,919.67 on 2026-06-10 via pre-arranged 10b5-1 plan as stock tumbles -38.5% in 30 days.

Heath Tarbert, President of Circle Internet Group, executed 6 separate sales totaling 39,240 shares for $3,196,919.67 on 2026-06-10 as part of a pre-arranged 10b5-1 trading plan, reducing his holdings by 7.2% to 502,558 shares. The transactions occurred at prices ranging from $79.36 to $84.03 (blended average $81.47), but current price is now $77.84—a significant deterioration from the transaction prices. Over the trailing 30 days, CRCL stock has declined -38.5% and is -74.0% from its 52-week high of $298.99, while the company reported strong recent fundamentals: $694.1M quarterly revenue with +63.9% annual growth and $55.3M net income, though it was unprofitable on a full-year basis. Because this sale is scheduled under a 10b5-1 plan rather than discretionary, it does not reflect real-time insider judgment about valuation or forward outlook; the template was set in advance.

Director Patrick Sean Neville sells 50,000 shares (96.1% of holdings) for $4,065,128.26 under 10b5-1 plan at CRCL

Patrick Sean Neville, as Director, executed 2 separate sales totaling 50,000 shares for $4,065,128.26 at blended average price $81.30 under a pre-arranged 10b5-1 trading plan. His non-derivative holdings fell from 52,018 shares to 2,018 shares post-transaction. This follows 5 recent sales at CRCL within the prior week (2026-06-01 and 2026-06-08), suggesting continued scheduled liquidation of his non-derivative position. Circle reports strong operational growth with annual revenue growth of +63.9%, though the company was unprofitable over its most recent full fiscal year, indicating the sales are proceeding within a context of revenue expansion but ongoing profitability challenges. The scale of this sale—reducing non-derivative holdings by 96.1%—reflects execution of the pre-arranged plan rather than a discretionary trading decision.

Circle CPO Chandhok sells 26,666 shares at $83.75 via scheduled 10b5-1 plan; stock down 72.9% from 52-week high, company swung unprofitable despite 63.9% revenue growth.

Nikhil Chandhok, Chief Product & Tech. Officer, sold 26,666 shares of Circle Internet Group at $83.75 on 2026-06-08 as part of a pre-arranged 10b5-1 trading plan, reducing his direct holdings from 548,475 to 521,809 shares while retaining 1,076,344 stock options. The sale occurs against a backdrop of severe stock underperformance: the share price is down 72.9% from its 52-week high of $298.99 and has declined 28.6% over the trailing 30 days. Circle's fundamentals present a mixed picture—revenue reached $694.1M in the latest quarter with annual growth of 63.9%, but the company turned unprofitable on a full-year basis despite this strong top-line expansion, signaling profitability challenges despite scale. Because this sale is scheduled under a 10b5-1 plan rather than discretionary, it reflects pre-set terms rather than real-time directional signaling; however, the context of depressed valuation and a profitability swing warrants monitoring of whether management confidence in the business turnaround aligns with its public guidance.

CEO Jeremy Allaire executes 30 separate sales totaling 59.2K shares for $4.9M via 10b5-1 plan on 2026-06-05.

Jeremy Allaire, Chairman and CEO, filed 30 separate sales totaling 59.2K shares for $4.9M on 2026-06-05 at prices ranging from $79.11 to $87.95, with a blended average of $82.93. This transaction is part of a pre-arranged 10b5-1 trading plan and therefore scheduled, not discretionary. The sale reduces Allaire's holdings from 124.1K shares to 64.9K shares, a reduction of 47.7% of his pre-transaction position. The stock currently trades at $81.10, down 28.6% over the past 30 days and down from a 52-week high of $298.99 (-72.9%). While his cross-ticker track record shows an average 90-day return of +39.4% following prior sells, his five same-ticker prior sales at CRCL (all on 2026-02-26) each posted a 90-day return of +14.0%, suggesting a different pattern at this specific ticker. The company reported $694.1M in latest-quarter revenue with annual growth of +63.9%, but remains unprofitable on a full-year basis despite posting $55.3M in recent net income.

CFO Jeremy Fox-Geen sold 8,120 shares of CRCL at $88.00 under 10b5-1 plan; stock down 72.9% from 52-week high.

Jeremy Fox-Geen, Circle Internet Group's CFO, executed a scheduled sale of 8,120 shares at $88.00 on 2026-06-05 under a pre-arranged 10b5-1 trading plan, with post-transaction holdings of 340,066 shares. The transaction itself is routine in size (-2.3% of pre-transaction holdings), and the predetermined nature of the 10b5-1 plan removes discretionary timing from the signal. However, context matters: the stock currently trades at $81.10, representing -72.9% from the 52-week high of $298.99, and has fallen -28.6% over the prior 30 days. The company reported recent-quarter revenue of $694,133,000.00 with net income of $55,253,000.00, and annual revenue growth of +63.9%, but was unprofitable on a full-year basis. His prior same-ticker sells at CRCL have shown mixed post-transaction price outcomes, with the most recent May 2026 sale preceding a -15.8% 30-day decline. While the 10b5-1 structure precludes attribution of timing skill or concern to this particular trade, the sharp deterioration in stock price post-execution and the company's full-year profitability gap warrant tracking whether subsequent quarterly results stabilize fundamentals or whether the stock finds support.

Circle Internet (CRCL) Director Neville executes 4 scheduled sales totaling 35.0K shares for $3,750,985.98 via 10b5-1 plan

Patrick Sean Neville, a Director at Circle Internet Group, Inc. (CRCL), executed 4 separate sales totaling 35,000 shares for $3,750,985.98 under a pre-arranged 10b5-1 trading plan. While Table I non-derivative holdings now show 0 shares, Neville retains substantial derivative and Class B exposure across 4 ownership vehicles totaling 6,784,503 shares, including 1,879,073 stock options and Class B Common Stock positions of 2,401,232 and 2,371,232 shares. The stock currently trades at $90.13, down -24.6% over 30 days and -69.9% from its 52-week high of $298.99. Across his cross-ticker track record, Neville's 13 prior sells show an avg 30d return of +45.1% and avg 90d return of +30.0% following those sales, while his 5 prior trades at CRCL show positive post-sale returns as well, making this scheduled batch sale notable in the context of ongoing price weakness.